JPSE vs DFAS

AJPSE

BDFAS

Measures won4–2JPSE wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.18%IWF · $18 on $10k

Most income1.47%JPSE · $147 on $10k

Smallest drop−8.0%JPSE · worst fall in 1Y

Held in common25.7%JPSE and DFAS

JPSE

DFAS

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $583MDimensional - US Small Cap ETF · $33.8B

+16.2%3 years · per year$15,694 · $16,130+17.3%

+6.1%5 years · per year$13,477 · $13,927+6.8%

0.29%Expense ratio$29 · $30 on $10k · lower wins0.30%

1.47%12-mo yield$147 · $103 on $10k1.03%

−8.0%Worst dropSmaller wins−9.4%

14.7%VolatilityLower wins15.7%

4–2JPSE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPSE · DFAS

0.2%MOG-A0.2%

0.3%URBN0.2%

0.3%IDCC0.2%

0.3%JXN0.2%

Held in common25.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk	0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$583M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk	0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$583M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPSE vs DFAS

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity

$13,477

DFAS

Dimensional - US Small Cap

$13,927

MeasureJPSEDFAS

Fee0.29%0.30%

Cost on $10k a year$29$30

Yield1.47%1.03%

5 years, per year+6.1%+6.8%

3 years, per year+16.2%+17.3%

Worst drop · 1Y−8.0%−9.4%

Volatility · 1Y14.7%15.7%

4–2measures won
JPSE first

25.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JPSE, DFAS, IWF

Today

25.7%most shared, JPSE and DFAS

JPSEDFASIWF

JPSE—25.7%0.0%

DFAS25.7%—1.4%

IWF0.0%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee